Sum Cloud POSHelp Center

Items & Products

Items are what you sell. This chapter covers creating and editing items, organising them into categories, adding variants and modifiers, setting prices and tax, attaching barcodes and HS/PCT codes, and doing bulk updates and imports.

Video guide: Items & Products

A step-by-step video for this topic is coming soon.
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Items overview

Where: Items menu. Items can be simple (a bottle of water) or complex (a burger with sizes and toppings). Each item has a name, category, price(s), tax and optional stock, image, barcode and recipe.

Create a new item

  1. Open Items and click New Item.
  2. Enter the item name and choose a category.
  3. Set the sale price and (for stock items) the purchase price.
  4. Choose the tax and whether the price is tax-inclusive.
  5. Optionally add a barcode/SKU, image, HS/PCT code and stock.
  6. Add variants and modifiers if needed (see below).
  7. Click Save.
📷[Screenshot: Items → New Item form]

Update, duplicate & delete items

Open any item to edit it. Use Duplicate to clone a similar item and change a few fields. Deleting an item removes it from the catalogue; historical sales keep their record. Bulk delete is available from the items list.

Categories, sub-categories & groups

Organise items into categories (and sub-categories) for faster selling. Category colours can be set and appear on the POS “Category First” layout, synced from web to Desktop.

📷[Screenshot: Item categories with colours]

Item variations

Variants are sizes/options of one item that each have their own price and stock — e.g. Small / Medium / Large, or colours and sizes for retail. Add variants on the item form; each variant tracks its own stock via the ledger.

Modifiers & add-ons

Modifiers (toppings, complementary items and required choices) let staff customise an item at sale time — e.g. extra cheese, choice of drink, spice level. Add-ons can deduct stock from linked items and can carry a surcharge that is baked into the line for correct tax/fiscal totals.

📷[Screenshot: Item modifiers / choices setup]

Item images

Attach a photo to each item for visual selling on the POS grid and online ordering. Item photos are served with the correct image path automatically.

SKU, barcode & HS/PCT code

Add a barcode/SKU for scan-to-sell, and an HS/PCT code for FBR digital invoicing (goods). Use the built-in HS-code search to find the right code. VAT/PCT fields are preserved when editing.

Selling goods with FBR? Every item needs the correct PCT/HS code so the right tax rate is applied on the fiscal invoice.

Purchase price, sale price & tax

Set the purchase price (cost, used for profit and COGS) and the sale price. Choose the tax and whether the price is tax-inclusive or tax-exclusive. For restaurants, cost can also come from a recipe.

Item availability

Mark items available/unavailable per branch (e.g. an out-of-stock dish). Unavailable items are hidden from the POS but stay in your catalogue.

Bulk price update & bulk edit

Update many prices at once with an Excel round-trip: export the price list, edit prices in the sheet, and re-import to apply. Bulk edit and bulk delete are available from the items list.

  1. Open Items list → Bulk Price Update.
  2. Download the price list (Excel).
  3. Edit the prices and save the file.
  4. Upload it back to apply the new prices.

Import, export, search, filter & audit

Import items from Excel/CSV, and export your catalogue. The items list supports search, filters and sorting. An audit history records item and price changes with who changed them and when.

Frequently asked questions

How do I create an item?
Open Items → New Item, enter the name, category, price and tax, optionally add barcode, image, variants and modifiers, then Save.
How do I change prices in bulk?
Use Bulk Price Update: export the price list to Excel, edit the prices, and re-import the file to apply them across items.
What are modifiers?
Modifiers are toppings, add-ons and required choices that customise an item at sale time (extra cheese, choice of drink). They can deduct linked stock and add a surcharge to the line.
What is an HS/PCT code and do I need it?
It classifies a product for FBR tax on goods. If you use FBR digital invoicing, each item needs its correct PCT/HS code so the right rate applies.